How To Connect Course and Funnel Checkout Using Triggers

Modified on Tue, Dec 6, 2022 at 8:57 AM

Follow these steps to connect your membership to your funnel checkout, enabling access for the purchaser:

Part 1: Create an offer and add the course/product to it in the membership editor area.

To access the membership editor area navigate to Funnels + Websites > Membership > Products > Offers > Create Offer. You'll see a list of all your offers:

Check out the article "How to Build and Edit an Offer in Memberships" with a step-by-step video on creating offers.

Part 2: Choose between two options to give your contacts access after making a purchase.

Option 1: Create a trigger based on two-step checkout that grants access to the offer.

Option 2: Toggle on the Membership Offer option in the funnel product settings.

Step 1: Click into the Funnel > Edit > Products.

Step 2: Toggle on the Membership Offer and Select the offer in the dropdown.

Step 3: Save to confirm your changes.